Shantelle Matic, Cfp
About Shantelle Matic, Cfp
Shantelle Matic is an Associate Consultant at Mac Dougall & Matic Private Wealth Management, where she specializes in developing tailored financial strategies for clients. With over 24 years of experience, she provides guidance in investment, retirement, mortgage, estate, tax, and insurance planning.
Work at IG Wealth Management
Shantelle Matic has served as an Associate Consultant at IG Wealth Management since 2000. In this role, she collaborates with a team of experts in various fields, including tax and estate planning, securities, insurance protection, investment lending, and business succession. Her work involves developing customized solutions that address the unique financial needs of clients. With over 24 years of experience in the industry, she has built a reputation for delivering comprehensive financial guidance.
Education and Expertise
Shantelle Matic earned a Bachelor of Administration degree from the University of Regina. This educational background provides her with a solid foundation in business principles, which she applies in her role as an Associate Consultant. Her expertise encompasses a range of financial services, including investment, retirement, mortgage planning, estate planning, tax planning, and insurance planning. This diverse skill set enables her to create tailored strategies that align with clients' financial goals.
Background
Shantelle Matic has been actively involved in the financial services sector for over two decades. Based in Regina, she has dedicated her career to helping clients navigate the complexities of wealth management. Her focus on creating tailored strategies for wealth building and protection reflects her commitment to fulfilling both short- and long-term financial needs. This extensive background has equipped her with the knowledge and experience necessary to provide effective financial guidance.
Achievements
Throughout her career, Shantelle Matic has developed a reputation for her ability to create customized financial strategies. She works closely with clients to ensure their financial plans are comprehensive and address various aspects of wealth management. Her focus on collaboration with a suite of experts allows her to offer well-rounded solutions that meet the diverse needs of her clients. This approach has contributed to her success in the financial services industry.